PWM
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Puff Wealth Management’s KeyCorp KEY Stock Holding History

Puff Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,900
Closed -$277K – 91
2025
Q2 		$277K Buy
15,900
+2,800
+21% +$43.4K 0.2% 85
2025
Q1 		$209K Buy
+13,100
New +$222K 0.2% 81

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Puff Wealth Management's KEY Position: Q2 2025 in Review

Puff Wealth Management sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 546 shares — an estimated $8.46K sold.

Puff Wealth Management first reported a position in KEY in Q1 2025 and held it in 1 quarter. The position peaked at $8.73K in Q1 2025. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Puff Wealth Management reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
  • Puff Wealth Management sold 546 KeyCorp shares in Q2 2025, an estimated $8.46K.
  • Puff Wealth Management first reported a position in KeyCorp in Q1 2025 and held it in 1 quarter.
  • Puff Wealth Management's KeyCorp position peaked at $8.73K in Q1 2025.
  • 790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Puff Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.